Data & Business Intelligence - Templates & Policies

Communications Guide Poster Template

Use this poster as a visual aid to guide users toward the best communication channel for different message types.

Reference Architecture Pattern

Use this template to customize your target data platform pattern.

Data Platform Design Assessment

Use this template to capture the results of the data platform design assessment.

Data Use Case Framework Template

This template takes you through a business needs gathering activity to highlight and create relevant use cases around the organization’s data-related problems and...

Business Data Catalog

Use the Business Data Catalog to manage the business terms, their definitions, and other important details including ownership, systems, and how the data should be used...

Data Governance Planning and Roadmapping Workbook

Use the Data Governance Planning and Roadmapping Workbook to assist with establishing effective data governance practices.

SharePoint Policy Template

Use this template to create a SharePoint policy that defines the culture for users and spells out expectations for all stakeholders.

Data Lineage Diagram Template

Use this template to create a data lineage diagram – a tool that will help give context to data quality issue root cause analyses and solutioning.

Data Quality Problem Statement Template

One of the biggest challenges in data quality is determining the actual data quality problem. Use this template to identify the data quality problems that are facing the...

BI End-User Satisfaction Survey Framework

Use this framework to plan for your BI end-user satisfaction survey with a seven-step process.
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